WAS
IBDP

Wealth Advisory Solutions’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

Wealth Advisory Solutions’s Portfolio IBDP Stock Details IBDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-13,281
Closed -$350K – 196
2020
Q2 		$350K Sell
13,281
-2,224
-14% -$57.3K 0.1% 134
2020
Q1 		$383K Sell
15,505
-504
-3% -$12.8K 0.13% 115
2019
Q4 		$411K Buy
+16,009
New +$411K 0.11% 132

Other funds holding IBDP

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Advisory Solutions's IBDP Position: Q3 2020 in Review

Wealth Advisory Solutions sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2020, closing a stake of 13,281 shares — an estimated $350K sold.

Wealth Advisory Solutions first reported a position in IBDP in Q4 2019 and held it in 3 quarters. The position peaked at $411K in Q4 2019. 142 funds tracked by Wall St. Rank hold IBDP as of Q3 2020.

  • Wealth Advisory Solutions reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Wealth Advisory Solutions sold 13,281 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2020, an estimated $350K.
  • Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q4 2019 and held it in 3 quarters.
  • Wealth Advisory Solutions's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $411K in Q4 2019.
  • 142 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2020.

Based on Wealth Advisory Solutions's 13F filing for Q3 2020, filed 29 Dec 2020.